See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,300 | $91,190-87.6% | $178,490-93.7% | $79,858-85.9% |
| Participation rate | 39.6% | 69.2%-29.6pp | 81.9%-42.4pp | 69.6%-30.1pp |
| Annual return | 2.71% | 24.19%-21.5pp | 151.07%-148.4pp | 31.71%-29.0pp |
| Employer contribution / active EE | $552 | $3,256-83.1% | $5,011-89.0% | $2,471-77.7% |
| Participant deferral / active EE | $1,116 | $3,236-65.5% | $5,202-78.5% | $3,740-70.2% |
| Admin fee / account holder | $264 | $6,751-96.1% | $13,984-98.1% | $5,306-95.0% |